Earnings season for 2016 has officially kicked off. Last week we had four Internet giants reporting: Netflix, Yahoo, Microsoft, Alphabet (Google). If you’ve missed the calls, the coverage, and the commentary, here’s a recap.

Along with metrics on usage and top properties, Verto reported how each of these companies rank on the Verto Stickiness Index. The Verto Stickiness Index (VSI) compares daily users with monthly users to reflect the active, loyal, and engaged part of the audience.The higher the stickiness, the bigger the share of daily users versus the monthly users is. For example, Google’s stickiness ranking is 86, which means that 86% of Google’s users use at least one of Google properties on every day of the month.

Note: For each of the points, below we reported on the U.S. online adult population (18 or above) which, as of March 2016, represented 247.7 million active monthly users.

NETFLIX: Growing, But Not Fast and Far Enough?

Verto Data:

97.3M users have used Netflix at least once in March 2016, which puts Netflix’s net reach at 39.2%. By comparison, Hulu’s net reach is 11.13%.

On average, 13.2M users watch Netflix on a daily basis giving it a stickiness ranking of 14%. By comparison, Hulu’s stickiness is 13%.

On average, a Netflix user spends 1.8 hours a month on Netflix, and the average session duration is 11 minutes (One movie can be watched over several sessions, or users may be switching between or searching for shows.)

Among primary online devices (PCs, smartphones and tablets):

The PC remains the most used device to access Netflix with 68.6M monthly users. Smartphones come in second with 24.3M users, while tablets were used by 21.7M users.

The average time spent per user per month on tablets is the highest among the three devices, with the average Netflix tablet user spending 3.2 hours a month compared to 2 hours on smartphones and less than an hour on PCs.

Netflix is equally popular among women and men: 52% of the user base is female, and 48% are male. These figures are close to the distribution of all online users where women represent 51.6% of the online users.

Netflix continues to grow. They are four times bigger in the U.S. than Hulu. One of the areas where we would expect to see stronger growth is in mobile screens – tablets and smartphones. Netflix’s usage is still driven by PC and smart TV audiences, but will consumers use more tablets to watch Netflix during evening prime time in the future? We’re also watching Netflix’s growth outside of the U.S. market. They have a strong home base and market in the U.S., but can they replicate their market position in other countries?

Despite its current performance, Yahoo is still positioned at the top end of U.S. digital publishers. Yahoo has been able to up its game in mobile over the past two years – and its search and email properties are still strong. After 20 years in business, their services still reach more than 9 out of 10 adults in the U.S. monthly with Yahoo online services. That means, no longer market leaders, Yahoo could be sold at a good price.

Microsoft has quickly pushed its mobile reach with their new device-agnostic strategy, and even though they still have twice as many users using Microsoft services on PCs vs. smartphones, the mobile segment is growing. Microsoft has four significant digital brands with more than 100 million unique users monthly. Skype is still big, with 84 million unique U.S. users, and OneDrive has started to compete with other cloud-storage services.

Google is still one of the most successful Internet companies, with its ad tech platforms, video streaming with YouTube, and search. They are also very mobile oriented. Compared to Microsoft, U.S. online users spend 10 times more time on their smartphones accessing Google properties than they do on Microsoft’s properties. We’re watching to see if they can continue growing their business-oriented solutions – Google Drive and Google Docs – which also have a correlation with their monetization capabilities.

We will be continuing to cover the quarterly earnings over the next few weeks. Stay tuned by following us on Twitter, subscribing to our newsletter or contacting us if you are interested in learning more about Verto research.

Alison leads global marketing and is responsible for brand development, public relations, demand generation, content marketing and corporate communications. Prior to Verto, Alison was VP of marketing at 6sense, and before that, VP of marketing and business development at Gigaom.